Navexa vs Swingfolio
One is built for investors who track holdings. The other is built for traders who track performance. See how they compare across the features that matter.
17+ trading metricsAI trade reviewsPortfolio heat tracking
Feature Comparison — Head to Head
9
Swingfolio
of 10 features
3
Navexa
Trade journaling
Strategy tracking
AI trade reviews
Portfolio heat
R-multiple analysis
Performance metrics
Multi-portfolio
Tax reporting (AU)
Data import
Benchmarking
Full support
Partial
Not available
Detailed feature comparison
Side-by-side comparison of the features active traders and investors care about most.
| Feature | Swingfolio | Navexa |
|---|---|---|
| Trade journaling with setup fields | ||
| Strategy tracking and rule adherence | ||
| AI-powered trade reviews | ||
| Portfolio heat monitoring | ||
| R-multiple analysis | ||
| Win rate and expectancy per strategy | ||
| Portfolio return tracking | ||
| Multi-portfolio support | ||
| Australian CGT reporting | ||
| Multi-country tax reports | ||
| Market index benchmarking | Strategy-level | Full index benchmarking |
| Data import method | CSV, AI extraction, email | Manual entry and CSV import |
| Dividend tracking | ||
| Pricing | $25/month — all features | Tiered plans |
Swingfolio
Best for active traders who need trade-level analytics, AI reviews, portfolio heat, and strategy tracking with full access at one price.
Navexa
Best for passive investors who need portfolio tracking, market benchmarking, dividend analytics, and multi-country tax reporting.
Which platform fits your workflow?
Swingfolio is better if you:
- Swing trade or actively manage positions
- Want to measure which strategies work
- Need portfolio heat and risk tracking
- Want AI to review your trades weekly
- Import via CSV, AI extraction, or email
- Want every feature at one price
Navexa is better if you:
- Mainly hold passive investments
- Need market index benchmarking
- Prefer simple manual entry and CSV import
- Need multi-country tax reporting
- Focus on dividend income and yield
- Track across many asset classes passively
Navexa vs Swingfolio FAQ
Related comparisons and features
See the difference for yourself.
Try Swingfolio free for 30 days. Trade analytics, AI reviews, and portfolio heat — every feature included from day one.